Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$293K Buy
2024
Q4
Sell
2024
Q3
$248K Sell
2024
Q2
$221K Sell
2024
Q1
$223K Buy
2020
Q3
Sell
2020
Q2
$40K Buy
2016
Q4
Sell
2016
Q3
$190K Sell
2016
Q2
$142K Buy
2016
Q1
Sell
2015
Q4
$122K Sell
2015
Q3
$158K Buy